Tina Sykes
Kamloops,BC
Summary
Reliable business professional with experience in project management, process improvement and client relations. Detail-oriented with strong organizational skills. Ready to help your team achieve company goals.
Overview
18
18
years of professional experience
Work History
Associate Consultant
IG Wealth Management
01.2014 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Enhanced customer satisfaction by resolving complex issues and providing timely solutions.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals, while providing tailored solutions and recommendations for their needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Participated in ongoing professional development opportunities: to develop strong product knowledge; to provide informed recommendations based on individual customer needs; to keep licensing compliant and active; and to maintain current comprehensive understanding of industry.
- Managed multiple projects simultaneously while maintaining attention to detail, organization, and adherence to deadlines.
- Collaborated with team members to streamline processes and improve overall client experience.
- Mentored junior staff members to improve their knowledge of company policies, products, and services.
- Streamlined onboarding process for new hires, resulting in reduced time to productivity.
- Helped team of 5+ lead consultants optimize efficiency of current systems by conducting training sessions aimed at refining skills and promoting a culture of collaboration.
Executive Assistant
IG Wealth Management
10.2010 - 01.2014
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Improved office efficiency by implementing new filing systems and document management processes.
- Coordinated events for division and clients.
- Took notes and dictation at meetings.
- Updated and maintained confidential databases and records.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Assisted customers in navigating company website and online access, improving overall user experience.
Esthetician
Ocean Breeze Spa Salon
04.2007 - 05.2010
- Provided exceptional customer service, addressing client concerns promptly and professionally to ensure satisfaction.
- Enhanced spa revenue through upselling additional services and retail products during consultations.
- Assisted management in inventory control, regularly monitoring stock levels and placing orders as needed.
- Maintained strict sanitation protocols to ensure a clean and safe environment for both staff and clients.
- Performed waxing, facials, microdermabrasion, Laser Hair removal, body wrap application, relaxation massage, manicures, and pedicures.
- Established long-lasting relationships with clients by providing personalized care and consistently delivering outstanding results.
Esthetician
Spa Utopia Health And Wellness Center
04.2006 - 04.2007
- Improved client satisfaction by providing customized skincare treatments and product recommendations based on individual needs.
- Enhanced spa revenue through upselling additional services and retail products during consultations.
- Performed various facial treatments for optimal skin health, including microdermabrasion, chemical peels, and LED therapy.
- Educated clients on proper skincare routine maintenance and guided them in selecting appropriate home care products.
- Maintained strict sanitation protocols to ensure a clean and safe environment for both staff and clients.
- Provided exceptional customer service, addressing client concerns promptly and professionally to ensure satisfaction.
- Performed waxing, body wrap application, and gentle exfoliation to improve overall skin condition.
Education
Canadian Securities Course - Financial Services And Insurance
Canadian Securities Institute
11.2021
LLQP Life License Qualification Program - Financial Services And Insurance
Investment Funds Institute of Canada
04.2019
CIFC - Canadian Investment Funds Course - Financial Services And Insurance
Investment Funds Institute of Canada
03.2014
Certificate in Esthetics - Aesthetics & Spa Technology
Interior Academy
Kamloops, BC04.2006
High School Diploma -
Maple Ridge Secondary School
Maple Ridge, BC1996
Skills
- Customer Relationship Management
- Attention to Detail
- MS Office
- Project Management
- Organizational Skills
- Staff Management
- Problem-solving aptitude
- Multitasking Abilities
- Best Practices Implementation
- Technical training
Languages
English
Native or Bilingual
French
Limited Working
Timeline
Associate Consultant
IG Wealth Management
01.2014 - Current
Executive Assistant
IG Wealth Management
10.2010 - 01.2014
Esthetician
Ocean Breeze Spa Salon
04.2007 - 05.2010
Esthetician
Spa Utopia Health And Wellness Center
04.2006 - 04.2007
Canadian Securities Course - Financial Services And Insurance
Canadian Securities Institute
LLQP Life License Qualification Program - Financial Services And Insurance
Investment Funds Institute of Canada
CIFC - Canadian Investment Funds Course - Financial Services And Insurance
Investment Funds Institute of Canada
Certificate in Esthetics - Aesthetics & Spa Technology
Interior Academy
High School Diploma -
Maple Ridge Secondary School
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